See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,079 | $111,535+33.7% | $105,223+41.7% | $137,256+8.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.82% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $11,321 | $3,939+187.4% | $3,689+206.9% | $4,156+172.4% |
| Participant deferral / active EE | $17,328 | $5,500+215.1% | $5,072+241.7% | $6,407+170.5% |
| Admin fee / account holder | $1,176 | $9,721-87.9% | $8,859-86.7% | $12,270-90.4% |